Looking to diversify beyond WWWEX? The mutual funds below have historically moved differently from WWWEX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for WWWEX
4 mutual funds have low correlation with WWWEX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.01, down from 0.31 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.07 | 0.31 | 68 | Diversified Portfolio | WWWEX vs MHELX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 0.13 | 0.14 | 0.24 | 83 | Diversified Portfolio | WWWEX vs SIFAX | |
| Hennessy Balanced Fund | 0.17 | 0.28 | 0.37 | 91 | Diversified Portfolio | WWWEX vs HBFBX | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.22 | 0.24 | 0.26 | 99 | Diversified Portfolio | WWWEX vs STDAX | |
| Pioneer Multi-Asset Income Fund A | 0.36 | 0.36 | 0.44 | 93 | Diversified Portfolio, Dividend | WWWEX vs PMAIX |
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